Budgets & Thresholds

Keep an eye on time and costs

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Exclusively for Mac, iPhone & iPad

Budgets & Thresholds

Keep an eye on time and costs

Exclusively for Mac, iPhone & iPad

Vimeo

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  5. Daylite Features
  6.  » Budgets & Threshold values
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Work with Budgets in Projects

Keep the costs of your time and expenses under control and monitor the profitability of your Projects.

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Set Time Thresholds

Be warned when your planned time allowance is nearing its end.

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Set Financial Thresholds

See how much time and money you can still invest into a Project to stay profitable while you are still working on your Project.

Only Projects “in time and budget” are successful projects!

The better you monitor time and costs in a Project, the more profitably you can work. Let a traffic light system warn you which Projects need your attention. Learn from your own data, where your plans are failing in reality. With every target-performance comparison you can improve future calculations and make sure that your projects stay “in time and budget”.

Most important features

  • Fixed Budgets: Define your overall budget and plan from day one what profit margin you want to generate.
  • Recurring Budgets: Use time budgets to control and bill for maintenance work or other recurring services in a long-term project.
  • Time Thresholds: Define your own time thresholds in % or absolute times and use color coding to see when you need more time than planned.
  • Financial Thresholds: Set financial thresholds to identify when you reach or exceed the planned cost of a Project.
  • Project Reports: Using a traffic light system in a clear report, see which Projects are in the green and where your attention is needed.
 
 

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This function belongs to the section: Execute On Your Plans.

 

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